How Do I Create a Checklist?

A checklist is the set of tasks your cleaners check off and your inspectors score. In Clean Smarts you build a checklist once, add as many tasks as you need, and then assign it to any location—so a single "Office Nightly" checklist can power dozens of buildings at the same time.

This guide walks through creating a checklist, adding your first task, and configuring each task's schedule, scoring, photo, and visibility settings.

Applies to: Account administrators and managers who manage quality. You need the Checklist (Company) module on your role to open Quality > Checklists. Task completion photos are part of the Expert Plan—see Require photos below.

Before You Start

You only create a checklist once. After it's built, assign it to as many locations as you want, and any edit you make flows to every location using it.
Tasks live inside a checklist. Create the checklist first, then add tasks to it.
Want photos required on certain tasks? That feature is part of the Expert Plan. If the photo slider won't move past 0%, your plan doesn't include it yet.

Create the Checklist

In the left-hand menu, open Quality and select Checklists.
Click Add Checklist in the top-right corner.

Checklists list on Quality > Checklists with the Add Checklist button in the top-right corner Quality > Checklists — click Add Checklist in the top-right to start a new checklist.

Enter a name in the Checklist name field (for example, "Office Nightly Clean").
Click Save.

Create a New Checklist dialog with the Checklist Name field filled in and Save button Enter a name in Checklist Name/Description, then click Save.

Clean Smarts drops you straight into the new checklist's detail page, ready for tasks. The checklist starts empty—that's expected.

To rename a checklist later, open it, edit the Checklist name field at the top, and click Save Changes.

Add Your First Task

From inside the checklist, click Add Task in the top-right corner. A panel slides in from the right.
In Task Description, type what the cleaner should do (for example, "Mop floors"). This is the wording your team sees, and it's translated automatically into each user's preferred language.
Configure the three settings sections described below.
Click Save Task.

Add Task panel showing Task Description and collapsed Schedule Configuration, Requirements & Scoring, and Display Settings sections The Add Task panel — enter Task Description, then expand the three configuration sections below.

The new task appears in the checklist table with columns for Task Name, Frequency, Scoring Template, Visibility, and Require Photo, so you can see each task's setup at a glance.

Set the Schedule

Open Schedule Configuration to control which days the task appears.

Frequency defaults to Daily, so the task shows up every day. Switch it to Weekly, Monthly, or Yearly to have it appear less often—for example, "Weekly" lets you pick specific days, and "Monthly" lets you pick a week and day of the month.
To control when the task first starts appearing, turn on Manually set task recurrence start date and choose a start date. Leave it off to start right away.

Require Photos and Set a Scoring Template

Open Requirements & Scoring to set proof-of-work and how the task is graded.

Require live photos for completion is a slider from 0% to 100%, in steps of 10. At 100% (Always), a photo is required every time the task is done. At 50%, Clean Smarts randomly asks for a photo about half the time. 0% (Never) means no photo is required. Photos must be taken live in the mobile app, so cleaners can't upload an old picture.
Scoring Template controls how inspectors grade the task. Default is the built-in scale that ships with Clean Smarts. To grade a task on your own scale—pass/fail, a 10-point scale, or a weighted item—pick a custom template instead. You create those under Quality > Inspection Scoring Templates. For how the math works, see How are inspection scores calculated?

Requirements & Scoring section expanded showing the photo slider and Scoring Template dropdown Requirements & Scoring — set Require Live Photos For Completion and choose a Scoring Template.

Choose Where the Task Appears

Open Display Settings to decide who sees the task.

Under Visible, pick one:

Option	Where the task shows up
As a cleaner task only	The cleaner's daily checklist in the mobile app
As an inspection item only	Only when a supervisor runs an inspection
Both as cleaner task and inspection item	Cleaners check it off and inspectors can score it

Default visibility sets whether the task is Visible by default or Hidden by default at locations. Leave it on Visible by default unless you plan to turn the task on only at specific locations.

Display Settings section expanded showing Visible radio options and Default Visibility Display Settings — pick who sees the task under Visible, then set Default Visibility.

Manage Tasks After You Add Them

Each task row has a menu (the ⋯ button) with everything you need:

Edit — change any of the task's settings.
Add Task Before / Add Task After — insert a new task at an exact spot in the list.
Duplicate — copy a task you've already set up, then tweak it.
Batch Location Visibility — show or hide that one task at specific locations.
Delete — remove the task. Deleting can't be undone, so confirm you really want it gone.

Task row menu open showing Edit, Add task before/after, Duplicate, Batch Location Visibility, and Delete Open the ⋯ menu on any task row for edit, insert, duplicate, location visibility, and delete options.

To reorder tasks, drag a row up or down. The new order is what cleaners and inspectors see.

Tips and Troubleshooting

My new tasks aren't showing up for cleaners. Check the task's Display Settings. If it's set to As an inspection item only, cleaners won't see it on their checklist—only inspectors will. Also confirm the checklist is assigned to that location (use Manage assigned locations from the checklist list).

The photo slider won't go above 0%. Required photos are part of the Expert Plan. If you need them, reach out about upgrading your plan.

I need this task at only a few locations. Add the task normally, then use Batch Location Visibility on that task to hide it everywhere except where you want it. Editing the checklist still updates every location, so this is the safest way to scope a single task.

I want a fresh checklist that's almost identical to one I have. From Quality > Checklists, open the row menu on the existing checklist and choose Copy, then edit the copy.